Founder and managing partner @collabfund.
United States
Joined April 2008
- Tweets9.1K
- Following600
- Followers17.6K
- Likes73.5K
Craig Shapiro ⚽️ retweeted
A data centre can wait up to 15 years for a grid connection. We think it should be weeks.
So Fuse is now acquiring and expanding power grids.
Grids are the real bottleneck on growth. Data centres, distribution centres, factories.
Our approach is simple:
1. Buy grid
2. Build generation
3. Build storage
4. Expand the grid: more cables, more substations
Do this and the grid can carry far more industrial load.
The bonus: more energy users on the same cables means the fixed costs get spread thinner, so grid charges for everyone on the same grid come down (grid charges account for up to half of your energy bill)
Zach talks about Ro’s celebrity campaigns (Megan Fox, Serena Williams, Charles Barkley) and believes value of celeb endorsements will only rise in age of AI.
"[Celebs] are more useful now than even 5-10 years ago because the bar to create high-quality looking ads is very low. With AI, what would qualify as a beautiful ad 10 years ago on Instagram — that someone would have spent a ton of time on — is like 10 seconds now.
So, how do you break through the noise when everyone's just looking at pretty good looking stuff?
Well, you see Charles Barkley's face or Serena's face or Megan Fox. You cannot replicate those in an age of AI."
My conversation with Zach Reitano (@ZReitano), co-founder and CEO of Ro
In four years he took Ro from a $250M run rate to over $3B, with about a third fewer people
Zach rarely does long conversations like this, so it was fun to talk about the details of what that took and everything happening in healthcare
Plus, his answer to the closing question is amazing
We discuss:
- the state of the US healthcare system
- refounding Ro
- strong attract, strong repel culture
- the notion of jobs over lives
- the power of celebrities in marketing
- the importance of tailwinds (AI, GLP-1s)
- trying to recreate his dad in software
Enjoy!
TIMESTAMPS
0:34 How Much Should We Spend on Health
4:59 The Patient Is Not the Customer
10:24 Inside Ro's Business
18:28 The Future of GLP-1s
25:46 Jobs Over Lives
30:02 The Turnaround
47:43 Where Healthcare Goes Next
1:00:27 Recreating His Dad in Software
1:06:33 Marketing Into Stigma
1:19:06 Zach's Hottest Take
1:20:58 The Kindest Thing
Every scientific discovery makes the next one easier. Love where Liam and the Periodic team are pointing this
Craig Shapiro ⚽️ retweeted
Someone pls build this for walking and biking
today I discovered a walking route to work that’s 2 minutes longer than the maps default, but takes me past a park, beautiful architecture, and a street full of cafés and life. such a huge upgrade to a journey I make every morning
I want Alive Maps, a version of Google Maps that optimises for beauty, serendipity, and aliveness instead of speed
Craig Shapiro ⚽️ retweeted
I’m joining @periodiclabs today, excited to learn and explore new fields and to be working with a fantastic team!
Craig Shapiro ⚽️ retweeted
LETS GO CRAZY !!! 💜
Jordan Fisher as The Kid in #PurpleRainBway
Performances begin March 12th at Broadway’s Majestic Theater.
Craig Shapiro ⚽️ retweeted
Cool! Kudos to @bchesky. sfchronicle.com/sf/article/a…
Craig Shapiro ⚽️ retweeted
"the company’s founders just wanted to shield their kids from smartphones. now they’ve grown 400% and are creating a new category." 🤙
inc.com/bryce-covert/how-tin…
Craig Shapiro ⚽️ retweeted
The best robot vacuum we’ve tested, and it scored a rare 10 out of 10.
— WIRED
Craig Shapiro ⚽️ retweeted
the AI industry is getting a little too excited about the idea of agents doing everything for us imo
i don’t want an AI to book my vacation. i want it to find the incredible little hotel i’d never discover on my own
i don’t need it to buy my groceries. i want it to fill my cart with everything i usually order so i can review it and check out
the people building agents seem strangely obsessed with removing the human from the equation when there’s still so much opportunity to make the human better at what they actually want to do
Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:
— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:
— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
Morgan says the biggest bursts of innovation come from fear and necessity, not comfort. 🎯
"If you were an entrepreneur or a business owner in the 1930s during the Great Depression, every single morning you woke up scared out of your mind and you said, 'I need to get more productive, because if I don't, we're going to go bankrupt next week. So I need to figure out how to run my business way more efficiently and come up with new technologies, new ways to do things.' And the accumulated impact of that was enormous."
